Broker House Ltd
Broker House Ltd has been providing an Estate Planning service to businesses and individuals for just over 10 years what is important to us is the quality of service we provide, our approach is to understand you, your business, your situation and what would you like to achieve and then to provide a solution that achieves what you need in line with your wishes
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What do you love most about your job?
Educating businesses and individuals to create a plan which is not as scary as some may think to protect themselves, their loves ones and assets
What inspired you to start your own business?
To be independent of the corporate environment and establish a business which helps people in so many ways
Why should our clients choose you?
In our business approach you will notice our service is very informative, professional and clients quickly feel very comfortable with us
Can you provide your services online or remotely? If so, please add details.
We can provide a remote service using all the latest technologies available
What changes have you made to keep your customers safe from Covid-19?
We now you use Zoom to conduct some appointments, interacting with clients with online forms, accepting electronic signatures, and prepaid self address envelopes and in some cases if necessary complete the service offering at some clients door step taking all the necessary precautions
Wills, LPAs, Trusts, IHT, Document Storage, Probate, Insurance products
Our Wills and LPA service we provide follows a process which informs the customer before any decisions or choices are made as to what happens when you are making an enquiry with us, we share with you what happens when you want to start the process, no fees are charged until we understand your situation, when you agreed to use us all fees are discussed before any work is carried out
Trusts
We provide all types of Trusts offering, the type depends on your circumstances and what you want to achieve
Inheritance Tax Planning
Inheritance Tax Planning is an integral part of our Will and our Estate Planning service this will be identified as we proceed, and advice given accordingly
Document Storage
Our document storage service allows you to store your important documents with us which is fully insured for a small annual fee
Probate
We offer a probate service which takes the headache away from this part of finalizing the estate
Insurance products
Insurance products are for the protection of yourself, your loved ones, and your estate from monetary loss
We can arrange the following products:
life insurance, critical illness insurance, and income protection insurance.
In establishing your Wealth and Estate Protection Plan, insurance will be considered when looking at your overall financial picture.
